Sagespring Wealth Partners

Sagespring Wealth Partners (CRD# 283515) is a financial advisory firm headquartered in Franklin, TN. They manage $4,277,447,071 in 27,053 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,277
    MILLION
  • Total Number of Accounts
    27,053
    ACCOUNTS
  • Average Account Value
    $158,114
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Sagespring Wealth Partners
Showing 1 - 10 of 96 top financial advisors.
1
Matthew W. Atchison
CRD#: 6084156
15808 West Dodge Road, Suite 103, Omaha, NE 68118

Matthew Atchison (CRD# 6084156) is an Investment Advisor Representative working at Sagespring Wealth Partners in Omaha, NE and has over 11 years of experience in the finance industry.

2
Luke J. Aull
CRD#: 4968359
2451 Atrium Way, Suite202, Nashville, TN 37214

Luke Aull (CRD# 4968359) is an Investment Advisor Representative working at Sagespring Wealth Partners in Nashville, TN and has over 18 years of experience in the finance industry. Luke Aull has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Bradley H. Barnes
CRD#: 4972995
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Bradley Barnes (CRD# 4972995) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 15 years of experience in the finance industry. Bradley Barnes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Benjamin D. Biggs
CRD#: 5323714
2601 Network Blvd, Suite 101, Frisco, TX 75034

Benjamin Biggs (CRD# 5323714) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 15 years of experience in the finance industry.

5
William D. Bratton
CRD#: 6597207
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

William Bratton (CRD# 6597207) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 7 years of experience in the finance industry.

6
Amanda M. Brooke
CRD#: 4826491
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Amanda Brooke (CRD# 4826491) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 17 years of experience in the finance industry. Amanda Brooke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jeffrey C. Casey
CRD#: 6616204
15808 West Dodge Road, Suite 103, Omaha, NE 68118

Jeffrey Casey (CRD# 6616204) is an Investment Advisor Representative working at Sagespring Wealth Partners in Omaha, NE and has over 7 years of experience in the finance industry.

8
Katie A. Centofonti
CRD#: 4986815
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Katie Centofonti (CRD# 4986815) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 17 years of experience in the finance industry. Katie Centofonti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Andrew J. Creme
CRD#: 6788508
2601 Network Blvd Suite 101, Frisco, TX 75034

Andrew Creme (CRD# 6788508) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 6 years of experience in the finance industry. Andrew Creme has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Travis L. Cullman
CRD#: 6153106
320 N Cedar Bluff Rd Suite 203, Knoxville, TN 37923

Travis Cullman (CRD# 6153106) is an Investment Advisor Representative working at Sagespring Wealth Partners in Knoxville, TN and has over 9 years of experience in the finance industry. Travis Cullman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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